Cerity Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
131,808
+17,936
| +16% | +$1.6M | 0.02% | 483 |
|
|
2025
Q1 | $8.64M | Buy |
113,872
+6
| +0% | +$455 | 0.02% | 535 |
|
|
2024
Q4 | $8.35M | Sell |
113,866
-3,992
| -3% | -$293K | 0.02% | 544 |
|
|
2024
Q3 | $8.6M | Buy |
117,858
+55,202
| +88% | +$4.03M | 0.02% | 533 |
|
|
2024
Q2 | $3.78M | Sell |
62,656
-53,854
| -46% | -$3.25M | 0.01% | 691 |
|
|
2024
Q1 | $7.35M | Buy |
116,510
+106,026
| +1,011% | +$6.69M | 0.02% | 540 |
|
|
2023
Q4 | $610K | Buy |
10,484
+3,403
| +48% | +$198K | ﹤0.01% | 1184 |
|
|
2023
Q3 | $344K | Buy |
7,081
+756
| +12% | +$36.7K | ﹤0.01% | 1104 |
|
|
2023
Q2 | $315K | Sell |
6,325
-1,334
| -17% | -$66.5K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $419K | Buy |
7,659
+2,090
| +38% | +$114K | ﹤0.01% | 1378 |
|
|
2022
Q4 | $342K | Sell |
5,569
-11
| -0.2% | -$675 | ﹤0.01% | 1094 |
|
|
2022
Q3 | $316K | Sell |
5,580
-204
| -4% | -$11.6K | ﹤0.01% | 866 |
|
|
2022
Q2 | $294K | Buy |
5,784
+1,101
| +24% | +$56K | ﹤0.01% | 912 |
|
|
2022
Q1 | $278K | Buy |
+4,683
| New | +$278K | ﹤0.01% | 754 |
|